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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346 | $94,439-99.6% | $73,658-99.5% | $154,746-99.8% |
| Participation rate | 56.3% | 64.7%-8.4pp | 57.0%-0.8pp | 80.7%-24.5pp |
| Annual return | 23.23% | 28.25%-5.0pp | 29.72%-6.5pp | 172.34%-149.1pp |
| Employer contribution / active EE | $196 | $1,257-84.4% | $1,032-81.0% | $4,379-95.5% |
| Participant deferral / active EE | $192 | $2,527-92.4% | $2,062-90.7% | $6,730-97.1% |
| Admin fee / account holder | $98 | $3,843-97.5% | $3,357-97.1% | $14,365-99.3% |